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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1851
Maripau Wealth Management
Indiana
$400K +$43.3K +600 +14%
KW
1852
KWB Wealth
California
$398K -$14.1K -195 -3%
BMCM
1853
Bryn Mawr Capital Management
Pennsylvania
$398K +$36.8K +511 +11%
TPA
1854
Trivium Point Advisory
Connecticut
$398K +$58K +804 +19%
HCMG
1855
Howard Capital Management Group
California
$397K -$36.1K -500 -9%
FFA
1856
Founders Financial Alliance
North Carolina
$396K -$107K -1,479 -23%
CA
1857
CoreCap Advisors
Michigan
$396K -$155K -2,155 -30%
SL
1858
Salomon & Ludwin
Virginia
$395K -$25.5K -353 -7%
RS
1859
R Squared
Hong Kong
$395K +$355K +4,927 New
CD
1860
Chapin Davis
Maryland
$394K -$1.08K -15 -0.3%
KFC
1861
Klingenstein Fields & Co
New York
$394K -$20.8K -288 -6%
CPWA
1862
Cerro Pacific Wealth Advisors
California
$393K +$14.6K +202 +4%
4WM
1863
49 Wealth Management
Texas
$393K +$2.38K +33 +0.7%
S
1864
Sachetta
Massachusetts
$393K +$7.86K +109 +2%
AFA
1865
AA Financial Advisors
Ohio
$392K +$129K +1,791 +58%
SGCA
1866
Steel Grove Capital Advisors
Tennessee
$391K – – –
KNW
1867
Kesler Norman & Wride
Utah
$391K +$1.8K +25 +0.5%
PMFA
1868
Plante Moran Financial Advisors
Michigan
$391K +$865 +12 +0.2%
HIS
1869
Harvest Investment Services
Illinois
$391K +$11.8K +164 +3%
AIA
1870
AssuredPartners Investment Advisors
Florida
$390K -$60.3K -837 -15%
OHWA
1871
Oak Hill Wealth Advisors
Virginia
$389K +$3.17K +44 +0.9%
JWM
1872
Jacksonville Wealth Management
Florida
$389K – – –
BFP
1873
Brewster Financial Planning
New York
$388K +$1.59K +22 +0.5%
SP
1874
Successful Portfolios
Florida
$388K +$72 +1 +0%
MWM
1875
MinichMacGregor Wealth Management
New York
$388K – – –
73 74
75
76 77